Adjusting a Disbursement Sheet

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Overview

You can only adjust a Disbursement Sheet if:

  • it has not been posted,

  • the time processing period has not closed (or expired), and

  • you have the access permission to do so.

Adjust a Disbursement Sheet

If it has been posted, click here.

  1. Open the Disbursement Sheet that you want to edit.

  2. If it is Submitted, change it back to Draft by clicking the Draft Entry Status button..

  3. Edit any field by changing the information shown:

    Date

    Click the field and select the date incurred from the drop down calendar.

    Ref

    Enter the reference number.

    Client/Assignment

    Click and select from the drop down list

    A/Code

    This is automatically created when you select the Client/Assignment.

    Task

    Click and select from the drop down list.

    Quantity

    Enter the quantity.

    Cost

    Enter the cost.

    Charge

    This automatically fills if you have a charge rate set up for the Code Type. Otherwise, you will need to enter it.

    Comments

    Click the ellipse button and enter as needed. Click OK.

  1. To submit the Disbursement Sheet for authorisation, click the Submit Submit button button.
    The Entry Status field changes to Submitted.
  2. Click OK to save and close the Disbursement Sheet.

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